FlexShares Credit-Scored US Long Corporate Bond Index Fund
LKOR
8 hedge funds and large institutions have $27.3M invested in FlexShares Credit-Scored US Long Corporate Bond Index Fund in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
92% more capital invested
Capital invested by funds: $14.2M → $27.3M (+$13.1M)
2.48% more ownership
Funds ownership: 67.88% → 70.36% (+2.5%)
0% more funds holding
Funds holding: 8 → 8 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$6.62M |
| 2 |
Jane Street
New York
|
+$4.47M |
| 3 |
LPL Financial
San Diego,
California
|
+$424K |
| 4 |
PAS
Partnervest Advisory Services
Santa Barbara,
California
|
+$252K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$10.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CNBT
Cornerstone National Bank & Trust
Palatine,
Illinois
|
-$384K |
| 2 |
22CM
20/20 Capital Management
Costa Mesa,
California
|
-$289K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$59 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CNBT
1
Cornerstone National Bank & Trust
Palatine,
Illinois
| $9.27M | -$384K | -6,463 | -4% |
|
|
2
Northern Trust
Chicago,
Illinois
| $8.64M | +$6.62M | +111,543 | +137% |
|
|
3
Jane Street
New York
| $5.13M | +$4.47M | +75,277 | +1,018% |
|
|
4
LPL Financial
San Diego,
California
| $2.9M | +$424K | +7,143 | +18% |
|
|
22CM
5
20/20 Capital Management
Costa Mesa,
California
| $1.04M | -$289K | -4,874 | -23% |
|
|
PAS
6
Partnervest Advisory Services
Santa Barbara,
California
| $264K | +$252K | +4,250 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $15K | +$10.4K | +175 | +243% |
|
|
FHA
8
Flagship Harbor Advisors
Boston,
Massachusetts
| $1K | +$1.84K | +31 | New |
|
|
9
Wells Fargo
San Francisco,
California
| – | -$59 | -1 | Closed |
|
LKOR Hedge Fund Activity: Q2 2020 in Review
8 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) for Q2 2020, worth a combined $27.3M — up 92% from $14.2M a quarter earlier.
Fund positioning in LKOR was balanced in Q2 2020: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 2 trimmed.
The largest buyer was Northern Trust, adding an estimated $6.62M. The largest seller was Cornerstone National Bank & Trust, cutting an estimated $384K.
- 8 institutional investors held FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) as of Q2 2020, unchanged from Q1 2020.
- Funds reported $27.3M of FlexShares Credit-Scored US Long Corporate Bond Index Fund stock for Q2 2020, up 92% quarter-over-quarter.
- 2 funds opened new FlexShares Credit-Scored US Long Corporate Bond Index Fund positions in Q2 2020 and 2 closed out, a net change of 0 holders.
- The largest FlexShares Credit-Scored US Long Corporate Bond Index Fund buyer in Q2 2020 was Northern Trust, an estimated $6.62M added.
- The largest FlexShares Credit-Scored US Long Corporate Bond Index Fund seller in Q2 2020 was Cornerstone National Bank & Trust, an estimated $384K sold.
Based on aggregated 13F filings for Q2 2020.